Hillross

MJO Financial
Est 1983
Suite 7, 14 Albert Street, Blackburn VIC 3130
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Member of Financial Planning Association of Australia
  • Fellow Chartered Financial Practitioner

Areas of
Expertise

Corporate superannuation
Estate planning
Investments
Retirement
Self Managed Super Fund

Our firm has been in business since 1983. We specialise in helping pre-retirees and young married professionals create wealth with integrity and peace of mind.  We build enjoyable long-term relationships with you, to ensure that you reach your lifestyle goals.  Through our ongoing review program, we take advantage of those opportunities that are suitable for you.  By giving you confidence about your financial future, you can focus on the areas of your life that are more important to you.  We work with you to develop practical strategies in an easy to understand format that helps you achieve your financial and lifestyle objectives. We also strive to provide a high level of caring, personal service to our clients.

MJO Support Staff


Meet our team

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Marc Occhipinti
Financial Planner

A Financial planner since 2000 and became a Director and the Practice Principal…

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Wendy Yates
Financial Planner FChFP

Wendy commenced in the Financial Services industry in 1989 where she worked…

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Rikki Juzwin
Associate Financial Planner

Rikki has been working in financial planning since 2013 and became an authorised…